Building the Finance Engine for a Market in Motion | Cristina Kim, CFO, Octaura
CFO Cristina Kim’s second week brought a pivotal shift: she caught herself stress-testing the company’s aggressive targets like an outside investor, then realized her role had changed. As CFO, her job wasn’t to score the plan but to help build it—guiding the team toward ambitious goals with discipline and shared ownership. Now Listen to our […]
1147: From Investor Lens to Operator Seat | Cristina Kim, CFO, Octaura
Pilot, Learn, Scale What Works | Troy Anderson, CFO, Kelly Services
Troy Anderson stepped into a troubled $2B Xerox unit and uncovered mispriced contracts, communication gaps, and failing operations. After renegotiating key agreements and restoring transparency, he recommended shutting down an unsalvageable business. His decisive analysis saved years of wasted investment, restored credibility, and allowed the company to plan with clarity and confidence. Now Watch the […]
1143: Building a Transformation-Ready Finance Function | Troy Anderson, CFO, Kelly Services
1134: When Finance Becomes a Force for Influence | Chris Sands, CFO, InvoiceCloud
Focus Where Advantage is Durable | Ben Gammell, President & CFO, Brex
Six months into his CFO role, he led Brex’s rapid response to the 2023 SVB collapse—designing a payroll-bridge product, securing $1B in lending commitments, and rallying 1,000 employees. Customers ultimately regained access to funds, but the moment underscored finance’s power to protect ecosystems and deliver outsized impact in crisis. Now Watch the Complete Episode Featuring […]
1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra
Chronicling the Chapters of a CFO’s Rise | Lisa Cummins Dulchinos
During the pandemic, Lisa Cummins Dulchinos realized that doing tasks herself wasn’t the best use of her time as CFO. Encouraged by a peer, she began delegating, gaining strategic clarity. The shift allowed her to better engage with executives, boards, and investors by focusing on the bigger picture rather than day-to-day execution. When Lisa Cummins […]
Scaling Payments with Strategic Precision | Kevin Wall, CFO, Stax Payments
In a meeting, Kevin Wall realized finance was too bogged down in non-strategic tasks to support commercial growth. He reorganized billing and ops functions into other departments, freeing finance to focus on pricing, commercialization, and decision support—ultimately redefining the team’s role as a true business partner driving scale and strategic impact. Now Play the complete […]
1114: Building a Smarter Funnel at Speed | Kevin Wall, CFO, Stax Payments
Building Value Through Operational Insight | James Redfern, CFO, Reltio
James Redfern, who spent a decade at Morgan Stanley, told us that people management in investment banking was “more loosely defined.” When he later moved into a more operational role, he realized that people—were the key to driving performance. Redfern would make “intentional people management” a core part of his finance strategic playbook. Nearly a […]











